What is your approximate annual income before tax?

What is the status of your main residence?

What is the approximate value of your main residence?

What is the approximate value of your cash savings and other investments?

Prefer not to say

Any additional details?

Please indicate if fixed fee and charges.

A Duncan

Which service(s) do you require?

Retirement planning e.g. Pensions or Annuities

What is your approximate annual income before tax?

£10,000 to £19,999

What is the status of your main residence?

Rented

What is the approximate value of your main residence?

£500k or more

What is the approximate value of your cash savings and other investments?

£100,000 or more

Any additional details?

My name is Puzhong and I am looking to transferring out my DB pension into a SIPP. As the CETV of the pension is around £100k, I would need...

Puzhong

Which service(s) do you require?

Retirement planning e.g. Pensions or Annuities

What is your approximate annual income before tax?

£30,000 to £49,999

What is the status of your main residence?

Owned with a mortgage

What is the approximate value of your main residence?

£300k to £499k

What is the approximate value of your cash savings and other investments?

£1,000 to £4,999

Any additional details?

Interested in a pension transfers from a final salary scheme, CETV ca. £650K

Mark

Independent Financial Advisors

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